Feeling like one slow month could sink your business? This post breaks down why even high-revenue entrepreneurs stay stuck in financial stress—and how to create a cash flow plan that puts you back in control.

A business can be profitable and still run out of cash. A business can have positive cash flow and still not be making a real profit. If those two statements made you pause, you’re not alone. Many business owners confuse cash flow with profitability, but understanding the difference is essential for financial stability and long-term […]

Forecasting isn’t just for big corporations—it’s an essential strategy tool for service-based businesses in the $1–5M range. This post breaks down how to reflect on your financial performance, build a real forecast, and lead with confidence in the year ahead.

Managing cash at the $1–5M level isn’t about survival—it’s about strategy. Learn how to use your cash intentionally to support growth, protect profit, and lead with confidence.

If you run a small business, you’ve probably asked yourself: Do I need a CPA to handle my finances? It’s a common question, and one that I think deserves a little clarity. Let’s start with the basics.